New relationship will leverage UBS’s national footprint of financial advisors and BizEquity’s software.
UBS Financial Services Inc. today announced a partnership with BizEquity, a leading online provider of estimated business valuations. This will allow a select group of UBS financial advisors in the US arm of its Global Wealth Management business, to access BizEquity’s database of businesses and valuation information. Enterprise access through BizEquity will increase the service and support that UBS financial advisors can provide to business owner clients, and informal valuation reports will assist with financial planning needs that will allow clients to be more competitive in their respective industries.
James Jack, Director of the Business Owner Strategic Client Segment at UBS Financial Services Inc. said: “Our advisors are constantly looking for new ways to grow their business and expand their reach, particularly in middle-market businesses. We believe BizEquity is an incredible resource for our advisors who serve our business owner clients, and access to the BizEquity platform will help us to deliver highly tailored advice to our clients.”
Enterprise access is a critical component in expanding UBS’s business owner client segment as BizEquity will drive greater engagement with business owner clients across all phases of the business owner lifecycle, especially during business growth and transition.
“UBS is one of the preeminent names in the wealth management industry and we are proud to announce our partnership. The clients and prospects that it serves will benefit from our service to help them answer one of the most important questions they will ever ask: ‘What is my business worth?’,” said Michael M. Carter, founder & CEO of BizEquity.
Jason Early, Chief Revenue Officer at BizEquity said: “With over $13.1 trillion of business owner wealth set to transition over the course of the next decade, helping these business owners understand their value and wealth may be one of the largest opportunities in the financial services industry.”
BizEquity is a leading provider of business valuations, distributing its cloud-based service through thousands of financial advisors to help better inform businesses of their lending, insurance, and wealth management needs and potential.
